FAQs
CPA tax software frequently asked questions.
For help with 1040Works CPA tax software, read some of these frequently asked questions. Or, email us
Does 1040Works import K-1s?
Yes, 1040Works can import K-1s from 1041, 1065 and 1120S systems into a 1040 return. While in the 1040 return select the K-1 Received form. Click the Import K-1 button and select the K-1 you wish to import.
Can I convert returns from another software package into 1040Works?
Yes, 1040Works allows easy, online conversion from other software packages. Convert returns online here.
Can I import Excel spreadsheets into a client's return?
Yes, 1040Works imports information from Excel into the schedules inside client returns. While in a simple or super grid, select the Tools menu and then Import Excel spreadsheet.
Does 1040Works allow me to set up secure folders?
Yes, 1040Works includes a security feature that allows you to create secure folders, limit access to manage reports, invoices settings, etc. Refer to the Security section of the Reference Manual for complete details.
Does 1040Works allow me to print blank tax forms?
Yes, 1040Works includes a Form Filler library containing thousands of tax forms and a typewriter feature that allows you to enter data and print less common tax forms. Select Forms on the menu bar and then Form Filler to access this feature.
Can I generate intuitive reports for my needs?
Yes, 1040Works includes a Client Management tool that allows you to build many unique reports. Simply click the "Mgmt" button, select Reports, and you are on your way to creating a myriad of reports! Refer to the Management Reports section of the Reference Manual for complete details.
Can I get my 1040Works updates from the Internet?
Yes, 1040Works online upgrades compare your computer file dates with upgrade files, and downloads only what is necessary. Select Installations on the menu bar and then Upgrade Systems to access this feature.
If I only need to do a small number of tax returns for a certain system, is a discounted package available from 1040Works?
Yes, 1040Works has developed a PUP, Per Unit Processing system, allowing you to pay as you go. Contact your sales representative for more information on this feature.